Basic Estate Plan

Fees and frequently asked questions about our Basic Estate Plan.

Fee Schedule for Basic Estate Plan

(Choose individual services or a discounted fee for all services combined.*)

Services Purpose Fee
Initial Consultation Discuss our services and fees $0.00
Drafting Consultation Discuss terms that will be included in all documents $275.00
Last Will & Testament Create instructions for distribution of property upon death $450.00
Power of Attorney Appoint an agent to make financial decisions $350.00
Health Care Directive Appoint a patient advocate to make medicial decisions $350.00
Appointment of Guardian Appoint a guardian for minor or adult children $175.00
Appointment of Funeral Representative Appoint a person to carry out funeral instructions $175.00
Print and Bind Documents Print documents and prepare binder for signing $150.00
Witness and Notarize Documents Meeting to review, witness, and notarize documents $150.00
Scan Documents to Flash Drive Create electronic copy of signed documents for future use $100.00
Discount for All Services Combined* ($1,025.00)
Discounted Fee for All Services* $1,150.00

*Discounted fee applies to all listed services purchased at one time by a single person.

Frequently Asked Questions About Our Basic Estate Plan

  • How does a Basic Estate Plan work?

    A Basic Estate Plan uses a last will and testament to distribute your assets upon death.  A will must be admitted to probate, and an executor must be appointed by the court, before assets subject to probate may be distributed.   Therefore, probate proceedings are required to administer a basic estate plan.  The other documents that are part of this plan may be used without probate. 


    Read more about probate>>

  • What documents are included?

    A Basic Estate Plan includes these documents:


    • Last will & testament
    • Power of attorney
    • Healthcare directive
    • Appointment of guardian
    • Appointment of funeral representative
    • Estate planning roadmap

  • Who is this plan designed for?

    A Basic Estate Plan is suitable for anyone who meets these criteria:


    • Does not desire to avoid probate
    • Does not have minor children
    • Has relatively simple estate planning needs
    • Does not have substantial assets that require management by a trustee for beneficiaries
    • Needs a complete estate plan at the lowest cost

  • What are the benefits of this plan?

    A Basic Estate Plan is designed to provide these benefits (which will vary in each case):


    • Reduce upfront planning costs
    • Coordinate assets to work with estate planning documents for maximum benefit
    • Designate any number of beneficiaries
    • Designate personal property to be given to specific persons
    • Disinherit specific persons
    • Manage property for persons under disability or with substance abuse problems
    • Appoint an executor to handle probate proceedings
    • Appoint an agent under power of attorney to make financial decisions, and handle digital assets
    • Appoint a patient advocate to make medical decisions, including withdrawal of life support
    • Appoint a guardian to care for minor or adult children
    • Appoint a funeral representative to carry out your funeral and burial instructions
    • Prevent family disputes

  • What services do we provide?

    We provide the following services with this plan:


    • Consultation to create your plan
    • Custom document drafting
    • Consultation to review documents
    • Witness and notarize documents
    • Document binding
    • Scan documents to flash drive
    • Delivery of original documents and copy on flash drive
    • Follow-up consultations as necessary to implement plan

  • How much does this plan cost?

    Our fee for all documents and services included with this plan is $1,150.00*


    (*All listed services must be purchased by a single person at one time.)